Haverford Trust Company’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $120M | Sell |
1,723,536
-54,211
| -3% | -$3.76M | 1.14% | 29 |
|
|
2025
Q1 | $126M | Buy |
1,777,747
+163,225
| +10% | +$11.6M | 1.27% | 26 |
|
|
2024
Q4 | $116M | Buy |
1,614,522
+54,264
| +3% | +$3.89M | 1.15% | 29 |
|
|
2024
Q3 | $132M | Buy |
1,560,258
+22,546
| +1% | +$1.91M | 1.29% | 27 |
|
|
2024
Q2 | $109M | Buy |
1,537,712
+305,163
| +25% | +$21.6M | 1.15% | 29 |
|
|
2024
Q1 | $78.8M | Buy |
1,232,549
+1,126,846
| +1,066% | +$72M | 0.82% | 38 |
|
|
2023
Q4 | $6.42M | Buy |
105,703
+967
| +0.9% | +$58.7K | 0.07% | 108 |
|
|
2023
Q3 | $6M | Sell |
104,736
-8,282
| -7% | -$474K | 0.07% | 102 |
|
|
2023
Q2 | $8.39M | Buy |
113,018
+2,406
| +2% | +$179K | 0.09% | 95 |
|
|
2023
Q1 | $8.53M | Buy |
110,612
+959
| +0.9% | +$73.9K | 0.1% | 92 |
|
|
2022
Q4 | $9.17M | Sell |
109,653
-85
| -0.1% | -$7.11K | 0.11% | 89 |
|
|
2022
Q3 | $8.61M | Buy |
109,738
+5,361
| +5% | +$420K | 0.12% | 87 |
|
|
2022
Q2 | $8.09M | Sell |
104,377
-98
| -0.1% | -$7.59K | 0.11% | 90 |
|
|
2022
Q1 | $8.85M | Sell |
104,475
-2,568
| -2% | -$218K | 0.1% | 94 |
|
|
2021
Q4 | $9.99M | Sell |
107,043
-1,139
| -1% | -$106K | 0.11% | 91 |
|
|
2021
Q3 | $8.49M | Sell |
108,182
-260
| -0.2% | -$20.4K | 0.1% | 95 |
|
|
2021
Q2 | $7.95M | Buy |
108,442
+32,970
| +44% | +$2.42M | 0.09% | 96 |
|
|
2021
Q1 | $5.71M | Buy |
75,472
+9,572
| +15% | +$724K | 0.07% | 97 |
|
|
2020
Q4 | $5.08M | Buy |
65,900
+1,720
| +3% | +$133K | 0.07% | 90 |
|
|
2020
Q3 | $4.45M | Sell |
64,180
-336
| -0.5% | -$23.3K | 0.07% | 91 |
|
|
2020
Q2 | $3.87M | Buy |
64,516
+96
| +0.1% | +$5.77K | 0.07% | 95 |
|
|
2020
Q1 | $3.88M | Sell |
64,420
-2,264
| -3% | -$136K | 0.08% | 86 |
|
|
2019
Q4 | $4.04M | Buy |
66,684
+7,332
| +12% | +$444K | 0.07% | 94 |
|
|
2019
Q3 | $3.46M | Sell |
59,352
-4,492
| -7% | -$262K | 0.06% | 96 |
|
|
2019
Q2 | $3.27M | Buy |
63,844
+1,168
| +2% | +$59.8K | 0.06% | 98 |
|
|
2019
Q1 | $3.03M | Hold |
62,676
| – | – | 0.06% | 100 |
|
|
2018
Q4 | $2.72M | Buy |
62,676
+1,248
| +2% | +$54.2K | 0.06% | 99 |
|
|
2018
Q3 | $2.57M | Sell |
61,428
-1,640
| -3% | -$68.7K | 0.05% | 108 |
|
|
2018
Q2 | $2.63M | Sell |
63,068
-56
| -0.1% | -$2.34K | 0.05% | 104 |
|
|
2018
Q1 | $2.58M | Sell |
63,124
-260
| -0.4% | -$10.6K | 0.05% | 105 |
|
|
2017
Q4 | $2.48M | Buy |
63,384
+2,836
| +5% | +$111K | 0.05% | 105 |
|
|
2017
Q3 | $2.22M | Sell |
60,548
-1,360
| -2% | -$49.8K | 0.05% | 106 |
|
|
2017
Q2 | $2.17M | Buy |
61,908
+2,888
| +5% | +$101K | 0.05% | 105 |
|
|
2017
Q1 | $1.89M | Sell |
59,020
-1,884
| -3% | -$60.5K | 0.04% | 106 |
|
|
2016
Q4 | $1.82M | Sell |
60,904
-516
| -0.8% | -$15.4K | 0.04% | 104 |
|
|
2016
Q3 | $1.88M | Sell |
61,420
-10,044
| -14% | -$307K | 0.05% | 97 |
|
|
2016
Q2 | $2.33M | Sell |
71,464
-80
| -0.1% | -$2.61K | 0.06% | 91 |
|
|
2016
Q1 | $2.12M | Sell |
71,544
-3,480
| -5% | -$103K | 0.06% | 95 |
|
|
2015
Q4 | $1.95M | Sell |
75,024
-804
| -1% | -$20.9K | 0.05% | 95 |
|
|
2015
Q3 | $1.85M | Buy |
75,828
+12,364
| +19% | +$301K | 0.05% | 92 |
|
|
2015
Q2 | $1.56M | Buy |
63,464
+1,800
| +3% | +$44.1K | 0.04% | 97 |
|
|
2015
Q1 | $1.6M | Buy |
61,664
+828
| +1% | +$21.5K | 0.04% | 100 |
|
|
2014
Q4 | $1.62M | Buy |
60,836
+400
| +0.7% | +$10.6K | 0.05% | 103 |
|
|
2014
Q3 | $1.42M | Buy |
60,436
+2,156
| +4% | +$50.6K | 0.04% | 104 |
|
|
2014
Q2 | $1.49M | Sell |
58,280
-3,280
| -5% | -$84K | 0.04% | 98 |
|
|
2014
Q1 | $1.47M | Sell |
61,560
-66,136
| -52% | -$1.58M | 0.05% | 96 |
|
|
2013
Q4 | $2.73M | Sell |
127,696
-17,468
| -12% | -$374K | 0.08% | 89 |
|
|
2013
Q3 | $2.91M | Buy |
145,164
+9,960
| +7% | +$200K | 0.11% | 68 |
|
|
2013
Q2 | $2.75M | Buy |
+135,204
| New | +$2.75M | 0.09% | 85 |
|